AOS Reports Q2 Revenue of $162.3M, Beating Expectations
Reports Q2 revenue $162.3M, consensus $160.7M. AOS CEO Stephen Chang commented, "Our December quarter revenue was slightly above the midpoint of our guidance, driven by strength in Communications, and in particular sales to our Tier One U.S. smartphone customer, reflecting continued market share gains and increased BOM content on premium platforms. As we move through calendar 2026, we expect improving product mix and increasing contributions from higher-performance applications to drive sequential improvement beginning in the June quarter. We believe this sets the foundation for accelerating growth as new products and programs ramp into 2027 and beyond. We are making focused R&D investments in performance-driven applications where we already have strong positions and deep customer relationships. In Computing, while overall PC demand in calendar 2026 is expected to be impacted by tightening memory supply, we are seeing growth in advanced computing driven by a broader array of applications for AI data centers across an expanding customer base. In Smartphones, we also anticipate growth in calendar 2026 as a rapid transition to higher charging currents is expected to generate increased BOM content for battery protection."
